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AdvisorForms - Iress Open standard integration

Iress People

AdvisorForms by Umlaut is the simple, digital solution to a messy, paper problem. By digitising the capture of client data, AdvisorForms streamlines your on-boarding process and saves you hours of data entry.. 

Visit their website.

Expected delivery: Available now.

Access: Contact Umlaut for details on their product and your Iress account manager to request activation of this integration.